The Portfolio Management Partnership

We’ve spent some considerable time recently looking at ways to improve the services we offer to our many clients trading through Cavex. Which is why we are delighted to announce the launch of a brand-new service – our Portfolio Management Partnership with Twaites & Jones Ltd – who bring over 30 years of combined trading experience within the world of Fine Wines.

Portfolio Management Partnership

The benefits:

  • Free initial consultation and portfolio assessment.
  • Offers greater protection for your Fine Wine portfolio
  • Professional assessment and management of your portfolio
  • 24hr access to your online Portfolio Manager
  • Creates a ‘liquid’ Portfolio for efficiency and transparency
  • Trade only at the highest level of investment wines
  • Competitive storage fees
  • Portfolios of any size considered

In addition, Cavex members will get exclusive access to Vinlock – the UK’s most secure Fine Wine storage system.

“T&J are offering clients a unique storage service designed to fully protect client’s assets whilst held within our bonded warehouse facilities here in the UK. As part of this offering, they have looked at a more stringent and secure release process designed to fully protect their client’s property, in conjunction with contractional terms and conditions designed to qualify ownership of the goods.” 

– Jane Renwick, Director at London City Bond Group (Vinotheque) –

We have a long history of trading with the team at Twaites & Jones and believe their efficient, safe and client focused services will only benefit your trading experience with us – but also add value to those seeking independent and reliable advice on managing their Fine Wine portfolios.


As anyone who has been studying the current market knows, it appears we are now entering into a growth phase for fine wine trading. We truly believe with the introduction and clear benefits this new service will bring to our members, and combined with its timing, their position and ROI from the market will only improve for many years to come.

We will be sending out more details over the coming month. But in the meantime, if you wish to find out more, please just contact myself by simply emailing me at

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CaveX Cru is our newly launched service offering members of CaveX the opportunity to buy exclusive parcels of affordable fine wines for everyday drinking.

No need to worry about in-bond, duty-paid, VAT or delivery. We just find great wines from some of the world’s top producers that are drinking perfectly now – all delivered direct to your door.

Click here for Cavex Cru

The Portfolio Management Partnership

More than ever, keeping a handle on what’s in your portfolio, its provenance, and its value is crucial to maintaining the integrity of your investment wines in-bond. Easy if you have a handful of cases and time on your hands. Not so easy if your collection is significant or you aim to invest more.

This is the reason we are launching our Portfolio Management Partnership service. Working with a trusted partner with over 30 years of experience in the fine wine business, this service will help you manage your portfolio, guide you on future investments, allow you to trade in only topflight investment wines and most importantly offer you access to one of the most secure wine storage services available to date.

Click here for more details…

External Service Providers

The Davies Turner Fine Wine team offers consultancy in meeting your individual requirements, building long-term partnerships with their clients, suppliers and partners worldwide. Founded in 1870 and still remaining in private ownership, they have over 140 years experience in freight forwarding being the UK’s leading independent freight and logistics provider. They have become the largest […]

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Connoisseur International is a specialist global provider of logistical solutions concerning wines and spirits based in London. They provide a variety of services including worldwide door to door export and import air freight, express courier, refrigerated ocean and road services. Collections are available on a daily basis utilising their own fleet of vehicles from all UK bonded […]

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